Episode 160 — Zeros All the Way Down

Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor

Links

• Ben Thompson: Netflix Flexes — Stratechery (stratechery.com/2019/netflix-flexes)

• Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery (stratechery.com/2015/netflix-and-the-conservat…)

• Ben Thompson: Apple Should Buy Netflix — Stratechery (stratechery.com/2016/apple-should-buy-netflix)

• Ben Thompson: Why TV Has Resisted Disruption — Stratechery (stratechery.com/2013/why-tv-has-resisted-disru…)

• Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery (stratechery.com/2015/why-disney-and-espn-will-…)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

Podcast Information

• Feed (exponent.fm/feed)

• iTunes (itunes.apple.com/us/podcast/exponent/id826420969)

• SoundCloud (soundcloud.com/exponentfm)

• Twitter (twitter.com/exponentfm)

• Feedback (stratechery.com/exponent-feedback)